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IVVYX Ivy International Core Equity Y

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Fund IVVYX Ivy International Core Equity Y DBEF Deutsche X-trackers MSCI EAFE Hedged Eq ARTKX Artisan International Value Investor  
100% 91% 87%
Annual Fees
(1.25% Exp. Ratio)
(0.35% Exp. Ratio)
(1.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,322.70 $46,372.43 $35,754.47
Est. savings over 30 yrs +$11,049.73 +$431.77
As of 12/31/16
1 YR RETURN 1.39%
3 YR 0.51%
5 YR 7.54%
10 YR 3.54%
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
1 YR RETURN 5.50%
3 YR 1.00%
5 YR 10.55%
10 YR 5.39%
The investment seeks to provide capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies located in, or principally traded largely in, developed European and Asian/Pacific Basin markets. In seeking to enhance potential return, it also may invest in issuers located or doing business in emerging market countries. The fund may invest up to 100% of its total assets in foreign securities.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks maximum long-term capital growth. The focus of the investment process is on individual companies, not on selection of countries or regions. Under normal market conditions, the fund invests no less than 80% of its total assets excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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